Navitas Semiconductor has expanded its global distribution agreement with Avnet, making Avnet a strategic partner for Navitas' GaN and SiC products. This collaboration aims to boost Navitas' reach in high-power markets, providing enhanced technical and commercial support across various sectors like AI data centers and renewable energy. Both companies anticipate that this expanded partnership will accelerate the adoption of energy-efficient solutions and streamline product access for customers worldwide.

Ciena Corporation's stock has seen a significant surge, rising 7.72%, driven by strategic AI integration and successful deployment of its technology with Constl, part of Space World Group, for a 1 Tbps line rate over 1,450 km. Analysts from Needham, JPMorgan, CFRA, and Morgan Stanley have raised price targets, citing strong demand in the cloud and telecom sectors fueled by AI investments. While Ciena demonstrates promising financial health and significant assets, its high P/E ratio suggests potential overvaluation, although investors are betting on future growth and innovation.

Intelligent data integration platform Matillion has been named a Challenger in the 2025 Gartner® Magic Quadrant™ for Data Integration Tools for the third consecutive year. The company's CEO, Matthew Scullion, highlights their commitment to redefining data integration through agentic AI, specifically with the introduction of Maia. Matillion aims to empower organizations to maximize data value and solve analytical and AI business needs efficiently.

SLB and Shell have signed a strategic collaboration agreement to co-develop new digital and AI technologies to enhance performance and efficiency in global upstream operations. This initiative aims to create agentic AI solutions and an open data and AI infrastructure using SLB’s Lumi™ platform to support technical experts and improve real-time decision-making. The partnership expands their existing technical relationship, emphasizing the growing role of AI-driven automation in subsurface, drilling, and production workflows.

This article summarizes the key points from Arbe Robotics Ltd.'s recent earnings call, highlighting the company's strategic achievements despite encountering challenges. It would likely detail financial performance, operational milestones, and future outlook presented during the call.

AlphaTON Capital has signed a 60-month agreement with atNorth for a 2.2 MW data center capacity in Sweden, with an option for an additional 2.1 MW. This expansion supports AlphaTON's decentralized AI computing and AI-as-a-Service offerings, despite the company currently not being profitable. InvestingPro data shows ATON is trading below its Fair Value and holds more cash than debt, with earnings expected the next day.

The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) trades at $688.39, driven by AI-fueled profit margins, softer Fed policy, and strong earnings expectations for 2025 and 2026. Despite being at record highs, the article suggests the SPY ETF could reach price targets between $730 and $812 by 2026, implying an 11-18% upside, if macro conditions remain supportive and earnings continue to grow as projected. While acknowledging valuation and volatility risks, the overall verdict is a "Buy" due to sustained earnings growth, favorable macro conditions, and strong investor flows.

T-Mobile US (TMUS) announced a new shareholder return program of up to $14.6 billion, including share repurchases and cash dividends, extending through December 31, 2026. This initiative follows a previous $14.0 billion program and aims to boost shareholder value, with its execution being subject to market conditions and company performance. An analyst has rated TMUS stock as a Buy with a $300.00 price target, while TipRanks' AI Analyst, Spark, rates it as "Outperform," highlighting strong financial performance but noting risks from bearish technical indicators and high leverage.

Rosen Law Firm reminds investors who purchased Synopsys, Inc. (NASDAQ: SNPS) securities between December 4, 2024, and September 9, 2025, of the December 30, 2025, lead plaintiff deadline for a securities fraud lawsuit. The lawsuit alleges that Synopsys failed to disclose that its increased focus on AI customers was negatively impacting its Design IP business economics and financial results. Affected investors are encouraged to join the class action to potentially recover compensation.

Arista Networks is launching new and updated products across its networking, AI, and ruggedized platforms by Q1 2026. These innovations leverage AI principles through Arista's Eos, NetDL, and Ava to simplify network management and address vendor silos. The company also introduced new ruggedized platforms for industrial use and reported strong revenue growth, despite facing component shortages.